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February 2019

Ask the Experts: Best Practices in Gift Planning and Philanthropy

February 11 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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This panel will provide insight on the best practices, as well as traps to avoid, in philanthropic planning, directly from three of the most accomplished gift planners and advisors in Central Texas. Their experience ranges from higher education, health care fundraising, non-profit management, trust administration, and financial planning, the panel’s expertise covers a multitude of topics. Their expertise will provide much-needed insight on potential pitfalls and helpful tips for philanthropic planning. Submit your questions in advance, and bring your pressing concerns to the table for an in-depth discussion by the experts.

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December 2018

Avoiding Contests: Donor Relations When Legal Capacity Becomes an Issue

December 10, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Download the slides - Avoiding Contests

This presentation will focus on identifying some of the issues that lead to disputes, and ways that planners can minimize the chance that they will inadvertently put the plan they create at risk. The presentation will include case studies and potential scenarios planners may find themselves navigating as donor capacity becomes an issue. To that end, the presentation will also discuss the two primary legal theories, incapacity and undue influence, that parties litigate in estate and trust disputes, as well as practical tips on what planners can do to help their clients avoid disputes.

Speakers: Megan Watkins and Marcia Inger Navratil

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November 2018

Digital Trends and Planned Giving Applications

November 12, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Part One of the Presentation will address a clear picture of the current trends in the digital space. This overview will provide greater context and confidence in moving forward with more challenging and labor intensive digital strategies and tactics. In this overview, Mr. Christensen will cover Internet connectivity, mobile device penetration, social network reach, digital data ubiquity, and how this is impacting fundraising.

Part Two of the Presentation will cover specific digital strategies and tactics for the planned gift officers. Mr. Christensen will paint a theoretical picture as well as review practical examples. Finally, Mr. Christensen will demonstrate application on several digital targeting and engagement tools.

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September 2018

Charitable Planning with Art and Collectibles

September 24, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Ramsay H. Slugg

Download the slides from the presentation -ArtPlanning2018

Art and other collectibles are the most difficult assets to incorporate into an overall estate and financial plan. Given the passionate nature of these assets, the next generation is not interested in receiving them, as their tastes or lifestyles may differ. For many collectors, the charitable solution if the best. This presentation will explore the myriad rules and complexities of donating art and collectibles to charity, both during life and at death.

Speaker:
Ramsay H. Slugg
Managing Director and member of the National Wealth Planning Strategies Group at U.S. Trust

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August 2018

From Data to Design – A practical application of how market research can help drive your organization’s creative process

August 27, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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This presentation will provide a multi-dimensional view from the latest 2017 U.S. Healthy Aging Database® study on elements of healthy aging and how market adjacencies may impact the how, when and why of charitable giving marketing communications. We’ll look at how donors prefer to learn about organizations and the vehicles best suited to communicate by nonprofit sector.

In the presentation we’ll also provide data from the study that will drive strategic direction and demonstrate how some simple changes that any organization can make to their marketing communications materials can improve the chance of resonating with donors. We will show “before and after” examples of print and digital materials.

Speaker:
Nathan Stelter
Vice President at The Stelter Company

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April 2018

Stories from the Trenches

April 9, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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NOTE: This is the rescheduled presentation from February 5.

Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization.

Kent C. Weimer
Senior Charitable Advisor – Parkland Foundation

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February 2018

Stories from the Trenches (Event was cancelled and moved to April)

February 5, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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NOTE: This topic was rescheduled for the April event.  Please register for that date.
Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization.

Kent C. Weimer
Senior Charitable Advisor – Parkland Foundation

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December 2017

Bequests: Who Wants To Make Them & How To Get Them

December 11, 2017 @ 1:30 pm - 3:00 pm
Jeffrey Lydenberg

December 11, 2017 at 1:30pm
This event will be held in the same location as the regular monthly luncheon

Bequests are the single biggest source of realized planned gift dollars. For the most part, you don’t know who is going to do a bequest, when they are coming in, or how much they’ll be worth. Oh, and the donor can change their mind at any time! This presentation will summarize the latest research on bequest donor demographics and marketing. You’ll learn how to raise the topic of bequest giving as well as make the bequest decision urgent and easy. There will be time for questions during this interactive presentation.

Speaker:
Jeff Lydenberg
PG Calc
Vice President, Consulting
Invested in your mission

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Gifts of Retirement Plan Assets

December 11, 2017 @ 11:30 am - 1:00 pm
Jeffrey Lydenberg

Americans hold more than $23 trillion in their retirement plans, of which $6.5 trillion were in IRAs and another $4.2 trillion in 401(k)s. That's "trillion" with a "t." Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. This presentation will discuss strategies for attracting lifetime gifts of charitable IRA rollovers plus opportunities for end of life distributions to charity.

Speaker:
Jeff Lydenberg
PG Calc
Vice President, Consulting
Invested in your mission

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November 2017

Gift Planning: Accelerating the Traditional Bequest

November 13, 2017 @ 11:30 am - 1:00 pm

As more people live into their 80’s and 90’s, this presentation shares creative ways that common Estate gifts can be accelerated. Some examples include virtual endowments, blended gifts, and term of years CRTs.

Joe Chickey
Managing Consultant
Sharpe Group

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